Communication is critical when it comes to coordinating with clients. A document that is missing in a loan submission can create unnecessary underwriting conditions creating delays. Emma-Lee's witty retail experience makes for the perfect approach to getting things tastefully done. From start to finish, nothing is complete until every check-box is ticked.
Emma-Lee is a life saver. She personally met me at work, collected my documents and secured it, and made the process of handling my initial Pre-Approval a breeze with her broker's team. This is a lost art and I appreciate the personal touch!
My thoughts: A personal touch does include personally handling clients at their best convenience. Although technology is our strength, so is a tractional approach to client service.
• Client coordinating
• Communication for parties in a transaction
• Preparing digital cloud files for the processing team
My role with the company as a Client Concierge Assistant, is to make the coordinating of documents, communication, and initial process an efficient one. Every part of the underwriting process is affected by my performance at the beginning.